This guide includes 5 how-to topics, all available without membership; use the index below to create, configure, and export a line chart step by step.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a line chart | Free |
| 2 | 2. Open the edit menu and copy or export the chart | Free |
| 3 | 3. Configure type and data | Free |
| 4 | 4. Adjust chart style | Free |
| 5 | 5. Improve trend display clarity | Free |
How-to Guide
1. Create a line chart
Entry: Dashboard interface → "+ Add Component" → Chart → "Line Chart"
- Open the dashboard interface.
- Click the "+ Add Component" button in the upper-left area.
- In the component panel, find "Line Chart" under the Chart category.
- Click "Line Chart" to generate a default line chart component automatically.
- Click the component to enter edit mode and continue configuring data.
Success Criteria
- Interface result: A new line chart component appears in the dashboard.
- Next action available: You can open the editing panel to continue with data and style settings.
Tips While Using
- Common mistake: If you are not in the dashboard page first, you may not see the add-component entry.
- Environment note: The current dashboard needs to be editable.
2. Open the edit menu and copy or export the chart
Entry: Click the added chart → the "..." icon in the upper-right corner
- Click the line chart component that has already been added.
- Click the "..." icon in the upper-right corner to open the drop-down menu.
- Choose Configure, Copy, Copy as Image, Export as Image, or Delete as needed.
- If you export an image, follow the on-screen prompts to save it.
Success Criteria
- Interface result: The drop-down menu shows the available actions.
- Next action available: You can copy the chart, export it as an image, or reconfigure it.
Tips While Using
- Common mistake: If the chart is not selected first, the menu may not appear on the target component.
- Environment note: Exporting an image requires local save permission on your Mac.
3. Configure type and data
Entry: Line chart editing panel → "Type & Data" tab
- Open the line chart editing panel.
- Select the data table you want to use in Data Source.
- Click Data Filter under Data Range to set filter conditions.
- Choose a date field or another ordered field for Dimension (X-axis).
- Select a standard or stacked style under Type.
- Choose Count Records or a specified field under Metric (Y-axis).
- Set Grouping, Sort By, Sort Order, and detail display fields as needed.
- Preview the result and click OK to apply the settings.
Success Criteria
- Interface result: The preview pane updates as your settings change.
- Next action available: After you click OK, the chart displays data with the new rules.
Tips While Using
- Common mistake: If the X-axis field has no meaningful order, the trend may be hard to interpret.
- Environment note: The data table needs fields that can be counted, summarized, or grouped.
4. Adjust chart style
Entry: Line chart editing panel → "Chart Style" tab
- Open the line chart editing panel and switch to Chart Style.
- Choose a preset color scheme under Theme Color.
- Change the line effect under Effect.
- Expand Series Color to set colors for each data series.
- Expand Chart Elements to configure the title, legend, and data labels.
- Preview the result and click OK to save the style.
Success Criteria
- Interface result: Chart colors, line effects, and element visibility change accordingly.
- Next action available: After styling, the chart is ready for export or copying.
Tips While Using
- Common mistake: If multiple series use very similar colors, the lines are harder to distinguish.
- Environment note: It is helpful to keep colors consistent with the rest of the dashboard.
5. Improve trend display clarity
Entry: Line chart editing panel → "Type & Data" and "Chart Style"
- Use dates, IDs, or other ordered fields for Dimension (X-axis) whenever possible.
- Choose a comparison field in Grouping (Legend) to generate multiple line series.
- Adjust Sort By and Sort Order to improve the display sequence.
- Turn on the title, legend, and data labels in Chart Elements as needed.
- Review the preview and save the chart when the trend is clear.
Success Criteria
- Interface result: The line trend is easier to read, and the legend and labels match the data.
- Next action available: The chart is ready for dashboard display or image export.
Tips While Using
- Common mistake: If an unordered category field is used on the X-axis, the trend may lose analytical value.
- Environment note: When many lines appear in one chart, use legends and color differences to improve readability.